Kevin Megargel, CFA, CFP®, MBA

Executive Wealth Manager

Kevin Megargel, Executive Wealth Manager, Sage Financial Group

As an Executive Wealth Manager, Kevin Megargel works directly with clients, helping them with strategic investment management and rigorous, highly personalized financial planning. Kevin has spent over 15 years in financial services and earned a CFA, CFP®, and MBA. Before joining Sage, Kevin worked as an Outsourced Chief Investment Officer at Vanguard.

Kevin earned his B.S. from the University of Maryland’s Smith School of Business with a double concentration in Accounting and Finance. He went on to earn his M.B.A. from Villanova with specializations in Finance and International Business. Kevin and his wife Jacqui live in Moorestown, New Jersey, with their two daughters. They enjoy visiting Long Beach Island, dining out, and spending time as a family.

Why are you in wealth management?

It is a dynamic and intellectually stimulating career that affords me the opportunity to make a meaningful contribution to the lives of my clients.

What professional accomplishments are you most proud of?

I am proud of my commitment to continuous learning through the CFP®, MBA, and CFA programs. My wife and I met in graduate school at Villanova. Several years later, we became engaged the same week that I passed the CFA Level III exam. It was the perfect blend of professional and personal accomplishments.